Calvert International Equity Fund Class I (CWVIX)

Overview

The fund is primarily dedicated to investing in the equity securities of foreign companies, incorporating a strategic focus on non-U.S. large-cap companies. It adheres to a disciplined investment approach, allocating at least 80% of its net assets, which includes borrowings for investment purposes, towards equity securities such as common and preferred stocks, and depositary receipts on such stock. The fund employs a market capitalization criterion for its investments, targeting companies that fall within the range of the Morgan Stanley Capital International (MSCI) Europe, Australasia, and Far East (EAFE) Index at the time of investment. This strategy is aimed at leveraging the growth potential of foreign companies while navigating the complexity of international markets.

Products and Services

• Equity Securities Investment

The fund engages in the investment of equity securities, specifically in foreign companies. This encompasses common and preferred stocks along with depositary receipts of such stocks, focusing on providing investors with exposure to the growth potential of non-U.S. markets. By leveraging a strategy that focuses on companies with a market capitalization within the range of the MSCI EAFE Index, the fund seeks to ensure a diversified portfolio that aligns with its investment objectives and risk tolerance.

• Investment in Non-U.S. Large-Cap Companies

Central to the fund's investment strategy is its focus on non-U.S. large-cap companies, identified based on their market capitalization falling within the range of the MSCI Europe, Australasia, and Far East (EAFE) Index. This criterion aims at capturing the growth and stability offered by such companies, which are commonly recognized as established players within their respective markets. The fund's managers meticulously choose these companies, intending to optimize investment returns while mitigating risks associated with international market volatility.